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Anchor Capital Advisors’s Hawaiian Electric Industries HE Stock Holding History

Anchor Capital Advisors’s Portfolio HE Stock Details HE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-41,613
Closed -$1.39M – 303
2014
Q4 		$1.39M Sell
41,613
-67,537
-62% -$1.97M 0.03% 173
2014
Q3 		$2.9M Sell
109,150
-1,707
-2% -$42.4K 0.06% 143
2014
Q2 		$2.81M Sell
110,857
-259,874
-70% -$6.33M 0.05% 144
2014
Q1 		$9.42M Buy
+370,731
New +$9.48M 0.19% 106

Other funds holding HE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Anchor Capital Advisors's HE Position: Q1 2015 in Review

Anchor Capital Advisors sold out of Hawaiian Electric Industries (HE) in Q1 2015, closing a stake of 41,613 shares — an estimated $1.39M sold.

Anchor Capital Advisors first reported a position in HE in Q1 2014 and held it in 4 quarters. The position peaked at $9.42M in Q1 2014. 214 funds tracked by Wall St. Rank hold HE as of Q1 2015.

  • Anchor Capital Advisors reported no remaining Hawaiian Electric Industries position as of Q1 2015 after selling out during the quarter.
  • Anchor Capital Advisors sold 41,613 Hawaiian Electric Industries shares in Q1 2015, an estimated $1.39M.
  • Anchor Capital Advisors first reported a position in Hawaiian Electric Industries in Q1 2014 and held it in 4 quarters.
  • Anchor Capital Advisors's Hawaiian Electric Industries position peaked at $9.42M in Q1 2014.
  • 214 funds tracked by Wall St. Rank held Hawaiian Electric Industries as of Q1 2015.

Based on Anchor Capital Advisors's 13F filing for Q1 2015, filed 6 May 2015.